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Criterion Capital Advisors’s Unilever UL Stock Holding History

Criterion Capital Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-194
Closed -$10.5K – 374
2023
Q4 		$10.5K Buy
+194
New +$10.5K 0.01% 264

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Criterion Capital Advisors's UL Position: Q1 2024 in Review

Criterion Capital Advisors sold out of Unilever (UL) in Q1 2024, closing a stake of 194 shares — an estimated $10.5K sold.

Criterion Capital Advisors first reported a position in UL in Q4 2023 and held it in 1 quarter. The position peaked at $10.5K in Q4 2023. 1,093 funds tracked by Wall St. Rank hold UL as of Q1 2024.

  • Criterion Capital Advisors reported no remaining Unilever position as of Q1 2024 after selling out during the quarter.
  • Criterion Capital Advisors sold 194 Unilever shares in Q1 2024, an estimated $10.5K.
  • Criterion Capital Advisors first reported a position in Unilever in Q4 2023 and held it in 1 quarter.
  • Criterion Capital Advisors's Unilever position peaked at $10.5K in Q4 2023.
  • 1,093 funds tracked by Wall St. Rank held Unilever as of Q1 2024.

Based on Criterion Capital Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.